LISC National
What We Do

Fund Management


Our Fund Management team collaborates with other institutions, including banks, CDFIs, foundations, and anchor institutions, to create funds that achieve community outcomes and fill specific financing gaps. We bring together investors, lenders, and technical assistance providers with shared goals and manage funds on their behalf. We frequently use New Market Tax Credits (NMTCs) to enhance our funds and provide more favorable rates and terms to borrowers, using either LISC's NMTC allocation or finding another NMTC allocatee with whom to partner. Our team has worked with 19 investors through the NMTC program and currently manages more than $240 million in funds for our clients, helping them to achieve both financial and social returns. 

If you're interested in partnering with us on a NMTC fund, a small business loan fund, or a combination of the two, reach out to Brynn Sanders to learn more.

To learn more about our advisory services, investor services, and NMTC database software, NewDL, check out our NMTC Client Services.

LISC provided a $227,500 first mortgage loan through our Job Creation and Community Revitalization Fund to help Foundry Provisions purchase real estate in Indianapolis, Indiana. The Fund uses New Markets Tax Credits in conjunction with the SBA 504 program to provide lower interest rates and a longer interest-only period to borrowers.
LISC provided a $227,500 first mortgage loan through our Job Creation and Community Revitalization Fund to help Foundry Provisions purchase real estate in Indianapolis, Indiana. The Fund uses New Markets Tax Credits in conjunction with the SBA 504 program to provide lower interest rates and a longer interest-only period to borrowers.

How We Work

 Client Collaboration

We work closely with our clients from the get-go to understand their goals, organizational approach, and risk tolerance to develop a fund that works best for them. We emphasize collaboration as a way to structure funds tailored to our clients' specific needs and leverage our deep network of investors and lenders to help raise capital. 

Borrower and Client Experience

We foster a positive borrower experience, emphasizing flexibility, responsiveness, and simplicity. Our team is always available to answer client and borrower questions. We provide regular performance and impact reports to keep our clients informed of fund progress and its success in meeting their community impact goals.

Investment Strategy

We develop an investment stragey with our clients that meets their goals, complies with relevant NMTC or lending and investing guidelines and regulations, and achieves both financial and social returns to our investors. Additionally, we craft a process that reduces complexity for our borrowers, improving accessibility, and tailoring our capital products to meet the specific needs of a community or market.

Fund Structuring

We structure funds based on our clients' credit standards, market research and industry analyses, and best practices for risk management and flexible capital solutions. We draw on in-house financial modeling and capital markets expertise, as well as our experience in NMTCs and small business lending to streamline funds and cut down on transaction costs.   

 Monitoring & Compliance

We monitor investments throughout the lifecycle of each fund to ensure ongoing compliance and will create perioic performance and activity reports on the investments. We proactively reach out to our clients to inform them of potential challenges, develop strategies to resolve issues, and adjust as necessary to respond to client needs and adverse changes.

Contact

Brynn Sanders, VP of Fund Management
Email